KIG
OIA icon

Kowal Investment Group’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Kowal Investment Group’s Portfolio OIA Stock Details OIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-277
Closed -$2K – 666
2021
Q3 		$2K Buy
+277
New +$2.28K ﹤0.01% 820

Other funds holding OIA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kowal Investment Group's OIA Position: Q4 2021 in Review

Kowal Investment Group sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2021, closing a stake of 277 shares — an estimated $2K sold.

Kowal Investment Group first reported a position in OIA in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 58 funds tracked by Wall St. Rank hold OIA as of Q4 2021.

  • Kowal Investment Group reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 277 Invesco Municipal Income Opportunities Trust shares in Q4 2021, an estimated $2K.
  • Kowal Investment Group first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Invesco Municipal Income Opportunities Trust position peaked at $2K in Q3 2021.
  • 58 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.